Most businesses that have property insurance have forms of business interruption insurance. Many bussinesses are face in a denial of claims under those provisions. The availability of small business loans, unless it is very clear conditions under which those can be forgiven, tend to involve components that simply allow you to increase your liabilities while smoothing your cash flows.
In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered:
- The passive narrative, and its impact on market structure.
- Vanguard and Blackrock’s lobbying efforts.
- Target Date Funds and their increasing dominance.
- COVID-19 and the government’s response.
- The power of language.
- Michael’s recent paper: Policy in a World of Pandemics, Social Media, and Passive Investing (linked below)
And much more. You can find Michael’s paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics